Entry-Level Financial Advisor

WizeHire, Inc

Lansing (MI)

On-site

USD 50,000 - 80,000

Full time

8 days ago

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Benefits offered by this job

Licensing sponsorship

Training program

Mentorship

AI prospecting tools

Client base growth

Competitive compensation

Career growth

Job summary

Principal is launching a Financial Advisor career track with standout training, mentorship, and sponsorship for FINRA licensing. You will learn to help clients reach financial goals while growing your own book in the SMB market, using AI-powered prospecting and advanced tech.

No prior experience required; the program includes onboarding, ongoing guidance from leaders, and clear paths for career advancement within a Fortune 500 financial services organization.

Qualifications

No prior Financial Advisor experience required.
Willing to obtain FINRA Series 7 and Series 66 licenses.
Strong desire to serve businesses and professionals in the community.

Skills

Sales

Communication

Networking

Tools

AI Prospecting Tools

Job description

Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is required—we provide the tools, support, and professional development needed to build a successful practice serving businesses and professionals in your community.

At Principal, you'll learn how to help clients achieve their financial goals while building your own client base in the small and mid-sized business market. Leveraging AI-powered prospecting tools, advanced technology, and guidance from experienced leaders, you'll develop the skills needed to grow a rewarding career in financial services.

What We Offer